Joshua Michael Deforest
Investment Adviser Representative at Mercer Global Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Michael Deforest is an investment adviser representative with Mercer Global Advisors Inc. in Scottsdale, AZ, where they have been registered since 2011, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona, California, Mississippi, New Mexico, Oklahoma, Texas, and Washington.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Mississippi, New Mexico, Oklahoma, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mercer Global Advisors Inc.Sep 2016 – Nov 2020Bellevue, WA
- Mercer Global AdvisorsNov 2020 – Nov 2023Bellevue, WA
- Mercer Global Advisors Inc.Nov 2023 – Dec 2025Scottsdale, AZ
- Mercer Global Advisors Inc.Jan 2026 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mercer Global Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Wealth Path - First $1,000,0001.30%
- Wealth Path - Next $1,000,0001.00%
- Custom Wealth / Ascend Group - First $1,000,0001.10%
- Custom Wealth / Ascend Group - Next $1,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 740
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Denver, CO
- SEC file number:
- 801-69271
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Mercer Global Advisors Inc.
Showing 12 of 740 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Michael Deforest has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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